|
1301
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$1.22M
|
+$62K
|
+256
|
+6%
|
|
|
1302
|
D'Orazio & Associates
Falls Church,
Virginia
|
$1.21M
|
+$17.9K
|
+74
|
+2%
|
|
|
1303
|
Aries Wealth Management
Portland,
Maine
|
$1.21M
|
-$4.36K
|
-18
|
-0.4%
|
|
|
1304
|
Qtron Investments
Boston,
Massachusetts
|
$1.21M
|
-$560K
|
-2,313
|
-34%
|
|
|
1305
|
Personal CFO Solutions
Chester,
New Jersey
|
$1.21M
|
-$61.8K
|
-255
|
-5%
|
|
|
1306
|
Wealth Group
Raleigh,
North Carolina
|
$1.21M
|
-$163K
|
-671
|
-13%
|
|
|
1307
|
Forum Financial Management
Lombard,
Illinois
|
$1.2M
|
-$18.4K
|
-76
|
-2%
|
|
|
1308
|
Breakwater Capital Group
Paramus,
New Jersey
|
$1.2M
|
-$82.3K
|
-340
|
-7%
|
|
|
1309
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$1.2M
|
+$6.78K
|
+28
|
+0.6%
|
|
|
1310
|
Fort Point Capital Partners
San Francisco,
California
|
$1.2M
|
+$33.2K
|
+137
|
+3%
|
|
|
1311
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$1.2M
|
+$1.07M
|
+4,415
|
New
|
|
|
1312
|
Groupama Asset Management
Paris,
France
|
$1.2M
|
+$1.33M
|
+5,497
|
New
|
|
|
1313
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.19M
|
-$31.7K
|
-131
|
-3%
|
|
|
1314
|
PDS Planning
Dublin,
Ohio
|
$1.19M
|
+$12.8K
|
+53
|
+1%
|
|
|
1315
|
Montgomery Investment Management
Rockville,
Maryland
|
$1.19M
|
–
|
–
|
–
|
|
|
1316
|
Studio Investment Management
Chicago,
Illinois
|
$1.18M
|
+$64.2K
|
+265
|
+6%
|
|
|
1317
|
Copperwynd Financial
Scottsdale,
Arizona
|
$1.18M
|
+$56.9K
|
+235
|
+6%
|
|
|
1318
|
Lyell Wealth Management
Menlo Park,
California
|
$1.17M
|
–
|
–
|
–
|
|
|
1319
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$1.17M
|
+$666K
|
+2,750
|
+177%
|
|
|
1320
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$1.17M
|
-$25.7K
|
-106
|
-2%
|
|
|
1321
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$1.16M
|
-$20.1K
|
-83
|
-2%
|
|
|
1322
|
Bigelow Investment Advisors
Portland,
Maine
|
$1.16M
|
+$8.96K
|
+37
|
+0.9%
|
|
|
1323
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$1.16M
|
-$6.05K
|
-25
|
-0.6%
|
|
|
1324
|
Gries Financial
Cleveland,
Ohio
|
$1.15M
|
+$716K
|
+2,958
|
+228%
|
|
|
1325
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$1.15M
|
+$461K
|
+1,904
|
+81%
|
|
